FAQs in this section
Can I create leads, contacts, and organizations using incoming emails?
Can I set up mailroom rules from my inbox?
What is mailroom?
How do I create cases using Mailroom and auto-forwarding?
What is my auto-forwarding (mailroom) address?
What happens when an email is forwarded to Mailroom?
How does the Archive Email mailroom rule work?
What is Autofill Values from the Email Body in mailroom rules?
What is Criteria in mailroom rules?
Table of Contents
Criteria defines when a case record must be created.
For example, consider that supportteam@vtgr.com is the contact email of your customer support team. You can set up the criteria as ‘If Email Recipient contains supportteam@vtgr.com’. Then, Mailroom creates case records from the emails that are sent to this email address.
You can set up similar criteria on From email address, email body, and email subject.
For example, consider that supportteam@vtgr.com is the contact email of your customer support team. You can set up the criteria as ‘If Email Recipient contains supportteam@vtgr.com’. Then, Mailroom creates case records from the emails that are sent to this email address.
You can set up similar criteria on From email address, email body, and email subject.
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